We didn't cover the Apple iPhone keynote last week because it wasn't particularly exciting and there were virtually no surprises. But, having been given a week to ruminate on it, we have thoughts.

In this ep, we talk about why analysts have been obsessed with an AI-driven iPhone supercycle, why Apple has backed itself into a corner by overcharging for RAM, and the slow death of the smartphone.

We didn't cover the Apple iPhone keynote last week because it wasn't particularly exciting and there were virtually no surprises. But, having been given a week to ruminate on it, we have thoughts.
In this ep, we talk about why analysts have been obsessed with an AI-driven iPhone supercycle, why Apple has backed itself into a corner by overcharging for RAM, and the slow death of the smartphone.

The number one podcast about tech business and culture, from James "JR" Hennessy and Raph Dixon.

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Accelerating The iPhone Supercycle

It's a freewheeling bonus ep this week, as the fellas cover everything from Raph's new Meta Quest, to the ongoing saga around AI wearables, to solving the problem of social media once and for all. 

It's a freewheeling bonus ep this week, as the fellas cover everything from Raph's new Meta Quest, to the ongoing saga around AI wearables, to solving the problem of social media once and for all.

Four Terrifying Weeks In The Metaverse

Intel may have more or less invented modern digital computing, but it hasn't been going so crash hot lately. Following decades of strategic missteps and blunders, it's now experiencing weakening earnings and stock price declines as it attempts to engage in the mother of all turnaround jobs with a little help from the US government. Now, the sharks are circling, with Qualcomm popping up as a potential acquirer.

In this ep, we discuss what brought Intel to this point, what might happen next, and some general microchip chatter.

Intel may have more or less invented modern digital computing, but it hasn't been going so crash hot lately. Following decades of strategic missteps and blunders, it's now experiencing weakening earnings and stock price declines as it attempts to engage in the mother of all turnaround jobs with a little help from the US government. Now, the sharks are circling, with Qualcomm popping up as a potential acquirer.
In this ep, we discuss what brought Intel to this point, what might happen next, and some general microchip chatter.

Intel Outside

This is a free preview of a premium episode. To subscribe to Down Round Premium and get access, head here.

After 2 months of cringe-posting references to strawberries, OpenAI have released their latest model: o1. And AI heads are losing their minds.

Ostensibly, it's intended for the kind of thorny math and reasoning problems that LLMs tend to struggle with. The guts aren't public, but it seems to use chain-of-reasoning prompts to really force itself to 'think'. 

So, is it any good? Is this a huge step change on the path to AGI. We investigate.

This is a free preview of a premium episode. To subscribe to Down Round Premium and get access, head <a href="https://downround.memberful.com/join">here</a>.
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After 2 months of cringe-posting references to strawberries, OpenAI have <a href="https://openai.com/index/introducing-openai-o1-preview/">released their latest model</a>: o1. And AI heads are losing their minds.
Ostensibly, it's intended for the kind of thorny math and reasoning problems that LLMs tend to struggle with. The guts aren't public, but it seems to use chain-of-reasoning prompts to really force itself to 'think'. 
So, is it any good? Is this a huge step change on the path to AGI. We investigate.

Accelerating The iPhone Supercycle

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